RWL icon

Invesco S&P 500 Revenue ETF
RWL

Overview Fund Activity

250 hedge funds and large institutions have $3.75B invested in Invesco S&P 500 Revenue ETF in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 109 increasing their positions, 64 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+9
Holders Change %
+3.73%
% of All Funds
3.4%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.2%
New
30
Increased
109
Reduced
64
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$779M
2
Ameriprise
2
Ameriprise
Minnesota
$419M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$84.6M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$69.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$82.2M

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$0
2
RL
2
Retireful LLC
Michigan
$428K
3
Stifel Financial
3
Stifel Financial
Missouri
$7.85M
4
IPA
4
Investment Planning Advisors
Georgia
$2.15M
5
Morgan Stanley
5
Morgan Stanley
New York
$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
101
Ignite Planners
California
$1.75M +$1.75M +17,941 New
GSWM
102
Golden State Wealth Management
California
$1.63M +$918K +9,238 +129%
PFS
103
Prospera Financial Services
Texas
$1.54M -$9.44K -95 -0.6%
CIA
104
Concurrent Investment Advisors
Florida
$1.54M +$772K +7,771 +101%
EGA
105
E&G Advisors
Texas
$1.42M +$72K +725 +5%
RSF
106
Rik Saylor Financial
Ohio
$1.28M +$102K +1,023 +9%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$1.26M -$22.8K -230 -2%
HP
108
Holistic Planning
Texas
$1.25M +$1.25M +12,581 New
GVAG
109
Great Valley Advisor Group
Delaware
$1.24M +$94.3K +949 +8%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$1.22M +$382K +3,848 +46%
SPIA
111
Steward Partners Investment Advisory
New York
$1.2M +$17.5K +176 +1%
EAM
112
Empirical Asset Management
Massachusetts
$1.19M – – –
DAS
113
Dynamic Advisor Solutions
Arizona
$1.16M -$11.9K -120 -1%
LFAS
114
Level Four Advisory Services
Texas
$1.04M -$10.2K -103 -1%
Fidelity Investments
115
Fidelity Investments
Massachusetts
$1.01M +$395K +3,980 +64%
Fiera Capital (Canada)
116
Fiera Capital (Canada)
Quebec, Canada
$1.01M – – –
Comerica Bank
117
Comerica Bank
Texas
$999K +$202K +2,032 +25%
AWM
118
Apollon Wealth Management
South Carolina
$945K +$945K +9,514 New
KFP
119
KMG Fiduciary Partners
Ohio
$934K -$5.36K -54 -0.6%
CCA
120
Cora Capital Advisors
New Jersey
$933K – – –
SCA
121
Snowden Capital Advisors
New York
$876K +$44.1K +444 +5%
AG
122
AmeriFlex Group
Nevada
$873K +$787K +7,918 +913%
BAM
123
Belpointe Asset Management
Nevada
$855K +$855K +8,608 New
D.E. Shaw & Co
124
D.E. Shaw & Co
New York
$848K – – –
FTS
125
Fifth Third Securities
Ohio
$836K +$251K +2,530 +43%
3 4
5
6 7